CFP‑Eligible Wealth Advisor | Grow Portfolios

**CAREER OPPORTUNITY** **Wealth Advisor and/or Insurance Advisor** **Saskatoon, SK** **Are you a Wealth or Insurance professional looking to advance your career? **A position as a Wealth Advisor/Insurance Advisor could propel you forward in a fulfilling career with unlimited potential! **Position Duties**: - Conduct reviews with members, uncovering...

Portfolio Management duties include, but are not limited to: - Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. - Build a warm and trusting relationship with clients as much as...

Portfolio Management duties include, but are not limited to: Conduct appropriate Know Your Client meetings, set an appropriate mandate, and fulfill all fiduciary obligations. Keep appropriate documentation and notes for all meetings conducted. Always act in your client’s best interest. Build a warm and trusting relationship with clients as much as...

Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed) – (Saskatoon) IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more...

**Wealth Assistant - Affinity Financial Strategies** **Description** Affinity Financial Strategies **Licensed Sales Coordinator** Affinity Financial Strategies (“AFS”) presently has an opening for a Licensed Wealth Assistant. AFS is a wealth management provider offering financial planning, investments, and insurance to a portfolio of existing clients...

A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and...

Becoming a Wealth Advisor with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model...

Wealth Specialist Conexus Credit Union’s Thrive Wealth Management division in Saskatoon is looking for a passionate and results‑oriented Wealth Specialist to deliver expert financial advice and planning to new and existing clients. Overview At Thrive, we focus on supporting our members with today’s needs while helping them achieve their future...

Job Description What is the opportunity? We are looking for self‑motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...

**Job Summary** **What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...